Jeffrey Spitzmiller
Jeffrey Spitzmiller is a CFA-designated registered investment advisor at Queen City Capital Management, LLC, based in Cincinnati, OH, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 175 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.55% |
| $250K - $500K | 0.40% |
| $500K - $1000K | 0.30% |
| $1.0M - $2.5M | 0.20% |
| $2.5M+ | 0.20% |
Fees negotiable above $2,500,000. Separately Managed Accounts sub-advised to another manager typically have internal fees that start at 0.25%.
Fee Estimator
Location
212 East Third Street, Suite 100, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Queen City Capital Management, LLC
Previous Registrations
Brecek & Young Advisors, INC.
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
State Registrations1 state
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